In 100 BusinessGlossaryGettingStartedGuide en

Informatica (Version 10.
0)
Business Glossary Getting

Started Guide
Informatica Business Glossary Getting Started Guide

Version 10.0
November 2015
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Part Number: IN_BGGSG_10000_0001
Table of Contents
Preface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Informatica Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Informatica My Support Portal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Informatica Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Informatica Product Availability Matrixes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Informatica Web Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Informatica How-To Library. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Informatica Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Informatica Support YouTube Channel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Informatica Marketplace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Informatica Velocity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Informatica Global Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Chapter 1: Getting Started Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Business Glossary Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Business Glossary Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
The Tutorial Story. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
The Tutorial Structure. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Tutorial Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Informatica Business Glossary Tutorial. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Part I: Setting Up Business Glossary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Chapter 2: Lesson 1. Creating Users in Informatica Administrator. . . . . . . . . . . 15
Creating Users in Informatica Administrator Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Task 1: Creating a Service Administrator. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Assigning Permissions and Privileges to the Service Administrator. . . . . . . . . . . . . . . . . . . 16
Task 2: Creating a Glossary Administrator. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Assigning Permissions and Privileges to the Glossary Administrator. . . . . . . . . . . . . . . . . . 17
Task 3: Creating Content Managers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Assigning Permissions and Privileges to the Content Managers. . . . . . . . . . . . . . . . . . . . . 19
Task 4: Creating a Glossary Consumer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Assigning Permissions and Privileges to Glossary Consumers. . . . . . . . . . . . . . . . . . . . . . 20
Chapter 3: Lesson 2. Creating and Setting up a 10Q Glossary. . . . . . . . . . . . . . . 21

Creating and Setting up a Section 10Q Glossary Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Task 1: Creating a Section 10Q Glossary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Task 2: Managing Users and Roles for the 10Q Glossary. . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Assigning the Glossary Administrator Role. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Assigning the Data Steward Role. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Table of Contents
Assigning the Stakeholder Role. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Assigning Permissions and Privileges to the Owner. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Assigning Permissions and Privileges to the Glossary Consumer. . . . . . . . . . . . . . . . . . . . 24
Role and Privilege Relationship. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Task 3: Configuring a Section 10Q Glossary Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Chapter 4: Lesson 3. Customizing the 10Q Glossary. . . . . . . . . . . . . . . . . . . . . . 27

Customizing the 10Q Glossary Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Task 1: Creating a Custom Property. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Task 2: Creating a Custom Relationship. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Part II: Publishing Business Glossary Content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Chapter 5: Lesson 1: Creating and Publishing a Category. . . . . . . . . . . . . . . . . . 31
Creating and Publishing A Category Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Task 1: Creating a Category. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Task 2: Proposing a Category. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Task 3: Reviewing a Category. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Task 4: Publishing a Category. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Chapter 6: Lesson 2: Creating and Publishing a Policy. . . . . . . . . . . . . . . . . . . . 34

Creating and Publishing a Policy Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Task 1: Creating a Policy. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Task 2: Proposing a Policy. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Task 3: Publishing a Policy. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Chapter 7: Lesson 3: Creating Business Terms. . . . . . . . . . . . . . . . . . . . . . . . . . 37

Creating a Business Term Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Task 1: Creating a Business Term. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Task 2: Creating Additional Business Terms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Chapter 8: Lesson 4: Extending the Business Term. . . . . . . . . . . . . . . . . . . . . . . 40

Extending the Business Term Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Task 1: Specifying a Synonym. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Task 2: Linking Business Terms with a Default Relationship. . . . . . . . . . . . . . . . . . . . . . . . . . 41
Task 3: Linking Business Terms with a Custom Relationship. . . . . . . . . . . . . . . . . . . . . . . . . . 42
Task 4: Creating a Rule Intent to a Business Term. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Task 5: Creating a Rule from a Rule Specification. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Chapter 9: Lesson 5: Publishing a Business Term. . . . . . . . . . . . . . . . . . . . . . . . 44

Publishing a Business Term Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Task 1: Proposing a Business Term. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Task 2: Publishing a Business Term. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Table of Contents
Chapter 10: Lesson 6: Creating and Publishing a Business Initiative. . . . . . . . . 46

Creating and Publishing a Business Initiative Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Task 1: Creating a Business Initiative. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Task 2: Proposing a Business Initiative. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Task 3: Publishing a Business Initiative. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Part III: Viewing Assets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Chapter 11: Lesson 1: Viewing Assets in Informatica Analyst. . . . . . . . . . . . . . . 49
Viewing Assets in Informatica Analyst Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Task 1: Viewing Asset Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Task 2: Adding a Comment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Task 3: Following a Term. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Task 4: Searching for Assets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Chapter 12: Lesson 2: Viewing Assets in Business Glossary Desktop. . . . . . . . 52

Viewing Assets in Business Glossary Desktop. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Appendix A: Asset Linking. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Creating Asset Links Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Task 1: Creating a Business Glossary Resource. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Business Glossary Connection Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Task 2: Creating Relationships to Metadata Objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Table of Contents
Preface
The Informatica Business Glossary Started Guide is written for data stewards, owners, stakeholders, and
Glossary consumers who are responsible for creating and viewing Business Glossary content. It provides a
tutorial to help first-time users learn how to use Informatica Business Glossary.
Informatica Resources
Informatica My Support Portal
As an Informatica customer, the first step in reaching out to Informatica is through the Informatica My Support
Portal at https://mysupport.informatica.com. The My Support Portal is the largest online data integration
collaboration platform with over 100,000 Informatica customers and partners worldwide.
As a member, you can:
Access all of your Informatica resources in one place.
Review your support cases.
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videos.
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The Informatica Documentation team makes every effort to create accurate, usable documentation. If you
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Product Availability Matrixes (PAMs) indicate the versions of operating systems, databases, and other types
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experience of hundreds of data management projects, Informatica Velocity represents the collective
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about Informatica Velocity, contact Informatica Professional Services at ips@informatica.com.
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You can contact a Customer Support Center by telephone or through the Online Support.
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The telephone numbers for Informatica Global Customer Support are available from the Informatica web site
at http://www.informatica.com/us/services-and-training/support-services/global-support-centers/.
Chapter 1: Preface
CHAPTER 1
Getting Started Overview

This chapter includes the following topics:
Business Glossary Overview, 9
Business Glossary Users, 10
The Tutorial Story, 10
The Tutorial Structure, 11
Tutorial Prerequisites, 12
Informatica Business Glossary Tutorial, 12
Business Glossary Overview

Business Glossary is made up of online glossaries of business terms and policies that define important
concepts within an organization. Data stewards create and publish terms that include information, such as
descriptions, relationships to other terms, and associated categories. Glossaries are stored in a central
location for easy lookup by end-users.
Glossary assets include business terms, categories, and policies that contain information that consumers
might search for. A glossary is a high-level container that stores Glossary assets. A business term defines
relevant concepts within the organization, and a policy defines the business purpose that governs practices
related to the term. Business terms and policies can be associated with categories, which are descriptive
classifications.
A data steward publishes terms, categories, and policies after the approval process is complete. To publish
many Glossary assets at once, the data steward can create a business initiative. A business initiative
contains terms, categories, and policies that are impacted by a business decision or business change. A
merger between two organizations is an example of a business change that might impact multiple Glossary
assets.
Administrators create glossaries and templates that data stewards use to define business terms, categories,
policies, and business initiatives. Data stewards standardize definitions, rules, and valid values for data
across the organization.
After an asset is published, Glossary consumers can look up the asset through the Analyst tool. All Glossary
consumers can view the history of an asset and follow the asset to receive notifications of changes.
Business Glossary Users

The following users interact to manage a business glossary in the Analyst tool.
Glossary Administrators
The following types of administrators manage glossaries users and roles in the Analyst tool:
Service administrators
Creates glossaries and appoints glossary administrators to perform administrative duties on individual
glossaries.
Glossary administrators
Assigns privileges or roles to other glossary users based on the tasks that they perform. Customizes
asset templates. An organization can create multiple glossaries. Every glossary can have a different
glossary administrator.
Glossary Content Managers

The following users are responsible for creating, approving, and managing Glossary assets:
Data steward
Understands requirements of the department or organization and adds business terms, policies, and
categories to glossaries. Defines rules and determines valid values for business term data. Works with
the glossary administrator to customize policy and business term pages. Data stewards work with
subject matter experts, stakeholders, and glossary owners to perform tasks.
Stakeholders
Reviews business terms and policies that data stewards propose. Stakeholders are business users who
participate in the approval of the proposed business terms and policies.
Owners
Owns glossaries, business terms, and policies. Owners have no tasks to perform but are leaders of
business units or functional areas. Owners have the required functional expertise and experience to be
responsible for the glossary and the contents of the glossary.
Glossary Consumers
Consumers are readers of Glossary assets. Consumers do not participate in content creation.
The Tutorial Story

GQD is a large financial organization with a few thousand employees. Like any other corporation, GQD must
file their annual financial report in the form of a Section 10K report in the United States of America. Part of
the Section 10k report is the Section 10Q report, which is filed quarterly. Employees have access to the
Section 10Q report.
GQD requires a glossary of business terms that they use in the Section 10Q report. They decide to base the
Section 10Q glossary on an industry-standard glossary. Employees can refer to the Section 10Q glossary
when they find terms that are difficult to understand in the report. GQD wants to define their glossary in
Informatica Business Glossary.
Employees can browse the business terms in the Section 10Q glossary based on categories. They can view
the policies specific to the organization and policies that are widely used in the financial domain. These
10
Chapter 1: Getting Started Overview
policies govern the business terms. Technical metadata, such as Oracle database columns, is linked to the
terms to provide references to data in business systems.
Employees can look up Glossary assets in the Analyst tool or using Business Glossary Desktop. Employees
can use a hot-key combination to launch Business Glossary Desktop to look up terms from any application.
The Analyst tool displays extended business term properties, such as a relationship view diagram, audit
history, comments and links to technical metadata.
The following image shows a part of the Section 10Q Glossary:
The Tutorial Structure

The Getting Started Guide contains tutorials that include lessons and tasks.
Lessons
Each lesson introduces concepts that will help you understand the tasks to perform in the lesson. The lesson
provides business requirements from the overall story. The objectives for the lesson outline the tasks that you
will perform to meet business requirements.
Tasks
The tasks provide step-by-step instructions. Perform all tasks in the order listed to complete the lessons.
The Tutorial Structure
11
Tutorial Prerequisites
Before you start the tutorial, you must have the following prerequisites:
Informatica Administrator
The Informatica domain is the fundamental administrative unit in Informatica. Informatica Administrator
(the Administrator tool) consolidates the administrative tasks for domain objects. Ensure that you have
access to the Administrator tool as an administrator.
Model Repository Service
The Model repository stores metadata created by Informatica products in a relational database to enable
collaboration among the products. The Model Repository Service manages the Model repository for
Business Glossary.
Analyst Service
The Analyst Service is an application service that runs the Analyst tool in the Informatica domain. The
Analyst Service manages the connections between service components and the users that have access
to the Analyst tool.
Business Glossary Desktop
Business Glossary Desktop is a standalone application that you can use to look up business terms in a
business glossary. Ensure that you have Business Glossary Desktop set up and configured to connect to
the Analyst service.
Search Service
The Search Service manages search in the Analyst tool and Business Glossary Desktop. By default, the
Search Service returns search results from a Model repository, such as data objects, mapping
specifications, profiles, reference tables, rules, and scorecards.
Metadata Manager Service (Optional)
The Metadata Manager Service is an application service that runs the Metadata Manager application in
an Informatica domain. The Metadata Manager application manages access to metadata in the Metadata
Manager repository. Create a Metadata Manager Service in the same domain to access the Metadata
Manager application.
The task you perform in Metadata Manager is optional and is described in the Appendix.
Informatica Business Glossary Tutorial

In this tutorial, you log in to the Analyst tool as different users to perform different tasks. Each user persona is
a Business Glossary user who has a specific set of tasks to perform.
You can perform the following tasks in Part 1:
Lesson 1. Creating Users in Informatica Administrator
As an Informatica administrator, log in to the Administrator tool to set up users who access Business
Glossary in the Analyst tool.
Lesson 2. Creating and Setting up a Section 10Q Glossary
As a Service administrator, log in to the Analyst tool to create the Section 10Q Glossary and assign
users to access the glossary.
12
Chapter 1: Getting Started Overview
Lesson 3: Customizing the 10Q Glossary

As a Glossary administrator, log in to the Analyst tool to create custom properties and relationships.
Data stewards can use the custom properties and link business terms with custom relationships.
Lesson 1: Creating and Publishing a Category
As a data steward, log in to the Analyst tool to create, propose, and publish a category.
Lesson 2: Creating and Publishing a Policy
As a data steward, log in to the Analyst tool to create, propose, and publish a policy.
Lesson 3: Creating Business Terms
As a data steward, log in to the Analyst tool to create a business term.
Lesson 4: Extending the Business Term
As a data steward, log in to the Analyst tool to extend the business term properties by linking technical
metadata and adding synonyms, default and custom relationships.
Lesson 5: Publishing a Business Term
As a data steward, publish a single business term.
Lesson 6: Creating and Publishing a Business Initiative
As a data steward, create and publish a business initiative to publish business terms in bulk.
Lesson 1: Viewing Assets in Informatica Analyst
As a Glossary consumer, log in to the Analyst tool to view the assets.
Lesson 2: Viewing Assets in Business Glossary Desktop
As a Glossary consumer, launch Business Glossary Desktop from a third-party application to view
assets.
You can perform the following tasks described in the Appendix:
Creating Asset Links
As a technical user of Metadata Manager, link metadata objects to business terms in the Metadata
Manager. The links are available in the Analyst tool as asset relationships. This is an optional lesson.
Informatica Business Glossary Tutorial
13
Part I: Setting Up Business

Glossary
This part contains the following chapters:
14
Lesson 1. Creating Users in Informatica Administrator, 15
Lesson 2. Creating and Setting up a 10Q Glossary, 21
Lesson 3. Customizing the 10Q Glossary, 27
CHAPTER 2
Lesson 1. Creating Users in

Informatica Administrator
Creating Users in Informatica Administrator Overview, 15
Task 1: Creating a Service Administrator, 16
Task 2: Creating a Glossary Administrator, 17
Task 3: Creating Content Managers, 18
Task 4: Creating a Glossary Consumer, 19
Creating Users in Informatica Administrator Overview

Informatica Administrator (Administrator tool) is the administration tool that you use to administer the
Informatica domain and Informatica security. You can use the Administrator tool to perform security
administrative tasks.
Story
The organization has a team of content managers that creates and publishes Glossary assets. Some of the
employees who need to view extended term properties, relationships, categories and polices require access
to the Analyst tool. Content managers require permission to manage and view content.
Objectives
In this tutorial, you will perform the following tasks:
in Informatica Administrator, create users who access Business Glossary.
Assign privileges and permissions to the users.
Prerequisites
Before you start this lesson, verify the following prerequisites:
Verify that the Analyst tool service is running.
Verify that you have the credentials to log in to the Administrator tool as an administrator.
15
Task 1: Creating a Service Administrator

As an Informatica administrator, log in to the Administrator tool to create a service administrator for
Informatica Analyst. The service administrator manages users for Business Glossary.
1.
In the Administrator tool, click the Security tab.
2.
On the Security Actions menu, click Create User.
3.
Enter the following details for the user:
4.
Property
Description
Login Name
BGServiceAdmin
Password
BGServiceAdmin
Confirm Password
BGServiceAdmin
Full Name
Business Glossary Service Administrator
Description
Business Glossary Service Administrator for the Getting Started Tutorial.
Email
bgserviceadmin@bggsg.com
Phone
123-000-6788
Click OK to save the user account.

After you create a user account, the details panel displays the properties of the user account and the
groups that the user is assigned to.
Assigning Permissions and Privileges to the Service Administrator

1.
2.
In the Navigator, select the BGServiceAdmin user.
3.
Click the Privileges tab.
4.
Click Edit.
The Edit Roles and Privileges dialog box appears.
5.
To assign roles, expand the Analyst service in the Roles tab.
6.
Under System Defined Roles, select the Administrator role .
7.
To assign privileges, click the Privileges tab.
8.
Expand the Model Repository service and select Access Analyst under Model Repository Service
Administration.
9.
Expand the Analyst service, and select Manage Glossaries under Glossary Administration and
Glossary Workspace under Workspace Access.
10.
16
Click OK.
Chapter 2: Lesson 1. Creating Users in Informatica Administrator
Task 2: Creating a Glossary Administrator

As an Informatica administrator, log in to the Administrator tool to create a glossary administrator. The
glossary administrator customizes asset templates, and assigns privileges or roles to other glossary users
based on the tasks that they perform.
1.
2.
3.
4.
Property
Description
Login Name
BGGlossaryAdmin
Password
BGGlosassryAdmin
Confirm Password
BGGlossaryAdmin
Full Name
Business Glossary Administrator
Description
Business Glossary Administrator for the Getting Started Tutorial.
Email
bgglossadmin@bggsg.com
Phone
123-000-6778

Assigning Permissions and Privileges to the Glossary

Administrator
1.
2.
In the Navigator, select the BGGlossaryAdmin user.
3.
4.
Click Edit.
5.
To assign roles, in the Roles tab expand the Analyst service.
6.
Under System Defined Roles, select the Analyst Service Business Glossary Consumer role.
7.
8.
Expand the Model Repository service, and select Access Analyst under Model Repository Service
Administration.
9.
Expand the Analyst service, and select Manage Glossaries under Business Glossary and Glossary
Workspace under Workspace Access.
10.
Click OK.
Task 2: Creating a Glossary Administrator
17
Task 3: Creating Content Managers

As an Informatica administrator, log in to the Administrator tool to create a data steward, stakeholder and
owner. The content managers own, create, approve, and publish Glossary assets.
1.
2.
3.
4.
Property
Description
Login Name
BGSteward
Password
BGSteward
Confirm Password
BGSteward
Full Name
Business Data Steward
Description
Business Glossary Data Steward for the Getting Started Tutorial.
Email
bgds@bggsg.com
Phone
123-000-6718

5.
6.
18
Repeat steps 2 and 3 by entering the following details for the user:
Property
Description
Login Name
BGStakeholder
Password
BGStakeholder
Confirm Password
BGStakeholder
Full Name
Business Glossary Stakeholder
Description
Business Glossary Stakeholder for the Getting Started Tutorial.
Email
bgstakeholder@bggsg.com
Phone
123-000-6727
7.
8.
Repeat steps 2 and 3 by entering the following details for the user:
Property
Description
Login Name
BGOwner
Password
BGOwner
Confirm Password
BGOwner
Full Name
Business Glossary Owner
Description
Business Glossary Owner for the Getting Started Tutorial.
Email
bgglossowner@bggsg.com
Phone
123-000-6632
Assigning Permissions and Privileges to the Content Managers

1.
2.
In the Navigator, select the BGSteward user.
3.
4.
Click Edit.
5.
6.
Under System Defined Roles, select the Analyst Service Business Glossary Consumer role.
7.
8.
Expand the Model Repository service, and select Access Analyst under Model Repository Service
Administration.
9.
Expand the Analyst service and select Glossary Workspace and Design Workspace under
Workspace Access.
10.
Repeat steps 2 through 9 for the BGStakeholder and BGOwner users.
11.
Click OK.
Task 4: Creating a Glossary Consumer

Log in to the Administrator tool as the Informatica administrator to create a Glossary consumer. Glossary
consumers access the Analyst tool and Business Glossary Desktop to look up content.
1.
2.
Task 4: Creating a Glossary Consumer
19
3.
4.

Property
Description
Login Name
BGConsumer1
Password
BGConsumer1
Confirm Password
BGConsumer1
Full Name
Business Glossary Consumer 1
Description
Business Glossary Consumer 1 for the Getting Started Tutorial.
Email
bgconsumer1@bggsg.com
Phone
123-000-5787

Assigning Permissions and Privileges to Glossary Consumers

1.
2.
In the Navigator, select the GlossaryConsumer1 user.
3.
4.
Click Edit.
5.
6.
Select the Analyst Service Business Glossary Consumer role under System Defined Roles.
7.
8.
Expand the Model Repository service and select Access Analyst under Model Repository Service
Administration.
9.
Expand the Analyst service and select View Glossaries under Business Glossary and Glossary
Workspace under Workspace Access.
10.
20
Click OK.
CHAPTER 3
Lesson 2. Creating and Setting up

a 10Q Glossary
Creating and Setting up a Section 10Q Glossary Overview, 21
Task 1: Creating a Section 10Q Glossary, 22
Task 2: Managing Users and Roles for the 10Q Glossary, 22
Task 3: Configuring a Section 10Q Glossary Properties, 25
Creating and Setting up a Section 10Q Glossary

Overview
A glossary is a collection of business initiatives, business terms, categories, and policies. Different teams
within an organization might create and maintain separate glossaries.
Story
The Section 10Q Glossary contains business terms, categories, and policies that help employees of the
organization look up the meaning of terms that they come across in financial reports and other documents.
Objectives
In this tutorial, you will accomplish the following tasks:
Create a Section 10Q Glossary.
Assign users to the glossary, and assign roles to the users.
Prerequisites
You have the credentials to log in as the service administrator and glossary administrator.
The users who access the glossary have accounts in Informatica Administrator.
Chapter two covers the prerequisites.
21
Task 1: Creating a Section 10Q Glossary

Log in as the service administrator to create a Section 10Q glossary. You must create the glossary before
you can assign a glossary administrator to manage the glossary.
1.
From the New menu, select Glossary.

The glossary panel opens in the Glossary workspace.
2.
In the Name property, enter Section 10Q as the name of the glossary as.
3.
To complete the task, click Save and Finish. The Analyst tool creates a glossary and displays the
glossary in read mode.
Task 2: Managing Users and Roles for the 10Q

Glossary
Assigning the Glossary Administrator Role
Log in to the Analyst tool as the service administrator to assign the glossary administrator role to a user who
manages users and roles and customizes the Section 10Q glossary.
1.
From the Manage menu, click Glossary Security.
2.
In the Glossary Security workspace, click the Privileges tab.

The list of users and groups appears in the Users and Groups panel.
3.
Select Business Glossary Administrator.
4.
From the Actions menu, select Add.

The Add Privileges and Roles wizard appears.
5.
Select the Section 10Q glossary, and click Next.
6.
Select the Glossary Administrator role.
7.
Click Save.
8.
In the Glossary Security workspace, click the Permissions tab.

9.
10.
Select BGGlossaryAdmin.
The Add Permissions wizard appears.
22
11.
12.
Select the Allow permission to permit the user to view or edit the Glossary asset.
13.
Click Save.
Chapter 3: Lesson 2. Creating and Setting up a 10Q Glossary
Assigning the Data Steward Role

Log in as the glossary administrator to assign a role to the user who is the data steward of the Section 10Q
glossary and assets in the glossary.
1.

2.
Select Business Data Steward.
3.

4.
5.
Select the Data Steward role.
6.
Click Save.
7.

8.
Select Business Data Steward.
9.

10.
11.
12.
Click Save.
Assigning the Stakeholder Role

Log in as the glossary administrator to assign a role to the user who is the stakeholder of the Section 10Q
glossary and assets in the glossary.
1.

2.
Select Business Glossary Stakeholder.
3.

4.
Select the Section 10Q glossary and click Next.
5.
Select the Stakeholder role.
6.
Click Save.
7.

8.
Select Business Glossary Stakeholder.
9.

10.
11.
12.
Click Save.
Task 2: Managing Users and Roles for the 10Q Glossary
23
Assigning Permissions and Privileges to the Owner

Log in as the glossary administrator to assign privileges and permissions to the user who is the owner of the
Section 10Q glossary and assets in the glossary.
1.

2.
Select Business Glossary Owner.
3.

4.
5.
Select the Add Comments and View Drafts privileges.
6.
Click Save.
7.

8.
Select Business Glossary Owner.
9.

10.
11.
12.
Click Save.
Assigning Permissions and Privileges to the Glossary Consumer

Log in as the glossary administrator to assign privileges and permissions to the user who views the glossary
content.
1.

2.
Select Business Glossary Consumer 1.
3.

4.
5.
Select the Add Comments privilege.
6.
Click Save.
7.

8.
Select Business Glossary Consumer 1.
9.

24
10.
11.
12.
Click Save.
Role and Privilege Relationship

Users can perform tasks in the Section 10Q glossary based on the roles and privileges you have assigned.
The following table lists the privileges that are associated with default roles:
Privilege
Glossary Administrator
Data Steward
Stakeholder
Assign Stewards
Yes
Yes
No
Administer Users
Yes
No
No
Add Comments
Yes
Yes
Yes
Assign Stakeholders
Yes
Yes
No
View Assets
Yes
Yes
Yes
Import and Export
Yes
No
No
Manage Initiative
Yes
No
No
Create Drafts
Yes
Yes
No
Edit Templates
Yes
No
No
View Drafts
Yes
Yes
Yes
Publish Glossary Assets
Yes
Yes
No
Task 3: Configuring a Section 10Q Glossary

Properties
Log in as the glossary administrator to configure the Section 10Q glossary properties.
1.
Click Open to open the Library workspace.
2.
In the Library Navigator, under Assets click Glossaries.
3.
Click Section 10Q glossary.

The Analyst tool displays the glossary in the Glossary workspace.
4.
Click Edit.
The Analyst tool displays the glossary in edit mode.
5.
In the Description property, section 10Q is a comprehensive report of a company's performance

that must be submitted quarterly by all public companies to the Securities and Exchange
Commission. This glossary describes the terms used in the Section 10Q report as the
description.
6.
In the Owner property, click Browse to select BGOwner as the owner of the glossary.
7.
In the Data Steward property, click Browse to select BGStakeholder as the data steward for the
glossary.
Task 3: Configuring a Section 10Q Glossary Properties
25
8.
26
To complete the task, click Save and Finish. The Analyst tool updates the glossary and displays the
glossary in read mode.
CHAPTER 4
Lesson 3. Customizing the 10Q

Glossary
Customizing the 10Q Glossary Overview, 27
Task 1: Creating a Custom Property, 28
Task 2: Creating a Custom Relationship, 28
Customizing the 10Q Glossary Overview

You can customize a glossary by editing the templates of the assets and business initiatives that are part of
the glossary. Use the template to edit default properties, create properties, or change the sections where the
properties appear.
Story
The organization customizes the Section 10Q glossary to include a custom property and custom relationship.
The custom property captures the external source from which the definition of business terms is derived. The
custom relationship links business terms using an attribute which the default template does not contain.
Objectives
Create a custom property.
Create a custom relationship.
Prerequisites
You have the credentials to log in as the glossary administrator.
You have created the Section 10Q glossary.
27
Task 1: Creating a Custom Property

Log in as a glossary administrator to create a business term property for the Section 10Q glossary. The
property that you create is available across all glossaries.
1.
Open the Section 10Q glossary.
2.
Click Edit to edit the glossary.
3.
Click the Business Term Template panel.
4.
In the Available Business Term Template Properties panel, click the Add icon.
5.
In the Property Model panel configure the properties as follows:
6.
7.
Property
Description
Name
Source
Description
Specify the source of the business term definition
Value
Single Value
Data Type
String
Search Rank
Medium
in the Property Label Definition panel configure the properties as follows:

Property
Action
Default Selection
Select General from the drop-down list.
Required
Select the checkbox.
Click Save.
Task 2: Creating a Custom Relationship

Log in as a glossary administrator to create a custom relationship in the business term page by customizing
the glossary. The data steward can use the custom relationship when configuring related terms in the
business term.
1.
Open the Section 10Q glossary from the Library workspace.
2.
Click Edit to edit the glossary.
3.
Click the Business Term Template tab.
4.
Click the Related Assets property.
5.
Click the Edit icon.

The options to create a custom relationship appears in the Available Business Term Template
Properties panel.
28
Chapter 4: Lesson 3. Customizing the 10Q Glossary
6.
In the Relationship values section, click the Add icon.
7.
Define the custom relationship name as Used By.
8.
Click Save.
Task 2: Creating a Custom Relationship
29
Part II: Publishing Business

Glossary Content
30
Lesson 1: Creating and Publishing a Category, 31
Lesson 2: Creating and Publishing a Policy, 34
Lesson 3: Creating Business Terms, 37
Lesson 4: Extending the Business Term, 40
Lesson 5: Publishing a Business Term, 44
Lesson 6: Creating and Publishing a Business Initiative, 46
CHAPTER 5
Lesson 1: Creating and

Publishing a Category
Creating and Publishing A Category Overview, 31
Task 1: Creating a Category, 32
Task 2: Proposing a Category, 32
Task 3: Reviewing a Category, 33
Task 4: Publishing a Category, 33
Creating and Publishing A Category Overview

A category is a descriptive classification of business terms and policies. Glossary consumers can browse
categories in the Library workspace to view business terms and policies associated with the category.
Story
The organization creates a category called Financial Statements. The category helps Glossary consumers of
the organization browse assets in the Library workspace.
Objectives
Create a category called Financial Statements.
Propose the category for review, and publish it after a review.
Prerequisites
You have the credentials to log in as the data steward and stakeholder.
The data steward and stakeholder have permissions to view and modify the Section 10Q glossary.
31
Task 1: Creating a Category

Log in to the Analyst tool as a data steward to create a category.
1.
From the New menu, select Category.

The Select Glossary dialog box opens.
2.
Select the Section 10Q Glossary from the list next to Select Glossary and click OK.
The category panel opens in the Glossary workspace.
3.
4.
Enter the following details:

Property
Action
Name
Specify Financial Statements as the name.
Description
Specify the description as follows:

Records that outline the financial activities of a business, an
individual or any other entity. Financial statements are meant
to present the financial information of the entity in question
as clearly and concisely as possible for both the entity and for
readers. Financial statements for businesses usually include:
income statements, balance sheet, statements of retained
earnings and cash flows, as well as other possible statements.
Owner
Click Browse and select BGOwner.
Data Steward
Click Browse and select BGSteward.
Stakeholder
Click Browse and select BGStakeholder.
To complete the task, choose Save and Finish. The Analyst tool creates a draft asset and displays the
asset in read-only mode.
Task 2: Proposing a Category

Log in as the data steward to propose the Financial Statements category for review by the stakeholder.
1.
2.
In the Library Navigator, click Assets.
3.
Click Financial Statements.

The Analyst tool displays the category in the Glossary workspace.
4.
in the Actions menu, click Propose for Review.

The stakeholder receives a notification after logging in to the Analyst tool.
32
Chapter 5: Lesson 1: Creating and Publishing a Category
Task 3: Reviewing a Category

Log in as the stakeholder to review the Financial Statements category.
1.
In the Analyst tool header, click the notification icon.

The Notifications panel appears.
2.
In the notifications area, view the notification message.
3.
Open the Financial Statements category from the Library workspace.
4.
5.
Click the Add Comment icon.

The comments area opens.
6.
Enter Approved as the comment, and click Save.

The Analyst tool saves the comment.
Task 4: Publishing a Category

Log in as the data steward after the stakeholder reviews the category to publish the category. Glossary
consumers can see published categories.
The category must be in the In Review phase before you can publish it.
1.
2.
3.
Click the Financial Statements category.

4.
From the Actions menu, select Publish. The phase of the category changes to published.
Task 3: Reviewing a Category
33
CHAPTER 6

Publishing a Policy
Creating and Publishing a Policy Overview, 34
Task 1: Creating a Policy, 35
Task 2: Proposing a Policy, 35
Task 3: Publishing a Policy, 36
Creating and Publishing a Policy Overview

Policies define the business purpose, process, or protocol that govern business practices that are related to
business terms. Glossary consumers can view policies when they browse the glossary. Glossary consumers
can open policies linked to a business term when they view the term to understand the business process or
protocol that governs the term.
Story
The organization creates a policy called US GAAP to govern specific business terms. US GAAP is an
industry standard policy helps companies take financial decisions.
Objectives
Create a policy called US GAAP.
Propose the policy for review, and publish it.
Prerequisites
34
You have the credentials to log in as the data steward.
Task 1: Creating a Policy

Log in to the Analyst tool as a data steward to create a policy.
1.
From the New menu, select Policy.

2.
Select the Section 10Q Glossary from the list next to Select Glossary and click OK.
The policy panel opens in the Glossary workspace.
3.
4.

Property
Value
Name
US GAAP
Description
Specify Generally Accepted Accounting Principles (GAAP) is a

framework of accounting standards, rules and procedures defined
by the professional accounting industry, which has been adopted
by nearly all publicly traded U.S. companies. For more
information, see: http://en.wikipedia.org/wiki/
Generally_Accepted_Accounting_Principles_%28United_States%29 as
the description.
Owner
Data Steward
Stakeholder
To complete the task, choose Save and Finish. The Analyst tool creates a draft asset and displays the
asset in read-only mode.
Task 2: Proposing a Policy

Log in as the data steward to propose the US GAPP policy for a review by the stakeholder.
1.
2.
In the Library Navigator, click Policies under Assets.
3.
Click the US GAAP policy.

The Analyst tool displays the policy in the Glossary workspace.
4.
In the Actions menu, click Propose for Review.

The stakeholder receives a notification after logging in to the Analyst tool. Optionally, you can log in as
the stakeholder to review the asset.
Task 1: Creating a Policy
35
Task 3: Publishing a Policy

Log in as the data steward after the stakeholder reviews the category to publish the policy. Glossary
consumers can see published policies.
The policy must be in the In Review phase before you can publish it.
1.
2.
In the Library Navigator, Policies under Assets.
3.
Click the US GAPP policy.

The Analyst tool displays the policy in the Glossary workspace.
4.
36
To publish the asset, from the Actions menu, select Publish. The phase changes to Published.
Chapter 6: Lesson 2: Creating and Publishing a Policy
CHAPTER 7
Lesson 3: Creating Business

Terms
Creating a Business Term Overview, 37
Task 1: Creating a Business Term, 38
Task 2: Creating Additional Business Terms, 38
Creating a Business Term Overview

A business term is a word or phrase that uses business language to define relevant concepts for business
users in an organization. A business term contains properties, such as name, description, and usage.
Glossary consumers understand business concepts, requirements, and definitions from the information in the
business term.
Story
The organization creates business terms which provide definitions in business language. Employees look up
business terms in the glossary.
Objectives
Create a business term called Balance Sheet.
Create additional business terms.
Prerequisites
You have the credentials to log in as the data steward and stakeholder.
The category called Financial Statements and a policy called US GAAP exist in the glossary.
37
Task 1: Creating a Business Term

Log in to the Analyst tool as a data steward to create a business term. Initially, specify the basic properties
for the business term. In another lesson, extend the business term properties by specifying relationships,
synonyms, and links.
1.
From the New menu, select Business Term.

2.
Select the Section 10Q Glossary from the list next to Select Glossary, and click OK.
The business term panel opens in the Glossary workspace.
3.
4.

Property
Action
Name
Specify Balance Sheet as the name.
Categories
Click Add from the Actions menu and select the Financial Statements category.
Source
Specify Security and Exchange Commission as the source.
Rules
Click Create Rule from Policy from the Actions menu. Select the US GAAP policy and
click OK.
Owner
Data Steward
Stakeholder
To complete the task, choose Save and Continue. The Analyst tool creates a draft asset and displays
the asset in read-only mode.
Task 2: Creating Additional Business Terms

Log in to the Analyst tool as a data steward to create additional business terms.
Create additional business terms with the following properties in the Section 10Q glossary:
38
Business Term
Name
Description
Income Statement
One of the financial statements of a company that shows the companys revenues and
expenses during a particular period.
Cash Flow
Statement
A financial statement that shows how changes in balance sheet accounts and income
affect cash and cash equivalents, and breaks the analysis down to operating, investing
and financing activities.
Net Income
An entity's income after cost of goods sold, expenses and taxes for an accounting period
is deducted.
Chapter 7: Lesson 3: Creating Business Terms
Business Term
Name
Description
Net Sales
The amount of sales generated by a company after the deduction of returns and
allowances for damaged or missing goods and any discounts allowed.
Gross Income
Receipts and gains from all sources.
The business terms that you create are in the draft phase. You can use a business initiative to publish them
in bulk.
Task 2: Creating Additional Business Terms
39
CHAPTER 8
Lesson 4: Extending the Business

Term
Extending the Business Term Overview, 40
Task 1: Specifying a Synonym, 41
Task 2: Linking Business Terms with a Default Relationship, 41
Task 3: Linking Business Terms with a Custom Relationship, 42
Task 4: Creating a Rule Intent to a Business Term, 42
Task 5: Creating a Rule from a Rule Specification, 43
Extending the Business Term Overview

You can extend the description of a business term by adding synonyms and linking other business terms
using default and custom relationships. You can also assign a policy to a business term so that Glossary
consumers understand the rule intent that governs the business term. You can also link a rule to a rule
specification.
Story
The organization wants to specify extended properties for a few of the business terms. Specifying additional
information provides Glossary consumers a better understanding of the term.
Objectives
40
Specify a synonym for the term Net Income.
Edit the business term called Income Statement and link it to the term Net Income using a default
relationship.
Edit the business term called Net Income and link it to the term Gross Income using a default relationship.
Create a rule intent and assign a policy.
Create a rule specification for a rule.
Prerequisites
The business terms Net Income, Income Statement, and Gross Income exist in the Section 10Q glossary.
You have created a custom relationship called Used By.
You have access to the Design workspace.
Task 1: Specifying a Synonym

Log in as the data steward to specify a synonym to the business term Net Income by editing the business
term.
1.
Open the Net Income business term from the Library workspace, and click Edit.
The business term opens in edit mode in the Glossary workspace.
2.
In the Synonyms property, from the Actions menu, click Add.

The Add Synonym dialog box opens.
3.
Specify Bottom-Line as the Name of the synonym.
4.
In the Context property, specify the description as, Bottom line sometime refers to a company's
net earnings, net income, or earnings per share (EPS).
5.
In the Create Date property, specify the current date. In the Retirement Date property, specify a date 5
months after the current date.
The period between the create date and retirement date is to indicate when the synonym is active in the
glossary. The status of the synonym is Active until the retirement date.
6.
Click OK to add the synonym.

The Analyst tool adds the synonym to the business term.
Task 2: Linking Business Terms with a Default

Relationship
Log in as the data steward to link the business term Income Statement with the term Net Income using a
default relationship. We use the Contains relationship because the definition of Income Statement contains
the term Net Income.
1.
Open the business term, Income Statement, from the Library workspace and click Edit.
2.
In the Contains property, click Browse and select the Net Income business term.
3.
To complete the task, choose Save and Finish.

Income Statement is now linked to Net Income with a Contains relationship. You can view this
relationship when you open the relationship diagram.
Task 1: Specifying a Synonym
41
4.
Repeat steps 1 through 3 to create default relationships between the following business terms:
Term One
Term Two
Relationship
Net Sales
Gross Income
Calculated From
Income Statement
Net Sales
Contains
Income Statement
Gross Income
Contains
Net Income
Gross Income
Used By
Task 3: Linking Business Terms with a Custom

Relationship
Log in as the data steward to link the business term Net Income with the term Gross Income using a custom
relationship called Used By.
1.
Open the business term Net Income from the Library workspace.
2.
Click Edit.
3.
In the Related Assets section, in the Related Terms property, click Add from the Actions menu. Select
the business term Gross Income and change the relationship to Used By.
4.
To complete the task, choose Save and Finish.
Task 4: Creating a Rule Intent to a Business Term

Create a rule intent to assign a policy to a business term.
1.
2.
3.
In the Assets section, select the Income Statement business term.
4.
To edit the business term, click Edit.
5.
In the Rules property, select Create New Rule from the Actions menu.
6.
Configure the following properties:
7.
42
Property
Description
Name
Rule Intent for Income Statement
Rule Intent
Revenue is recognized as recommended in US GAAP.
Click Save.
Chapter 8: Lesson 4: Extending the Business Term
8.
Click Save and Finish.
Task 5: Creating a Rule from a Rule Specification

Create a rule specification from the business term.
1.
2.
3.
In the Assets section, select Income Statement.
4.
To edit the business term, click Edit.
5.
In the Rules property, click the Add icon in the Assets column.
The Design workspace opens.
6.
7.
Configure the rule specification properties as follows:

Property
Action
Rule specification name
Enter Rev_Rec_Method as the name.
Rule specification description
Enter Rev Rec Method rule spec as the description.
Location
Click Browse and select a location for the rule spec.
Click Save.
Task 5: Creating a Rule from a Rule Specification
43
CHAPTER 9
Lesson 5: Publishing a Business

Term
Publishing a Business Term Overview, 44
Task 1: Proposing a Business Term, 44
Task 2: Publishing a Business Term, 45
Publishing a Business Term Overview

You can publish one business term or group many business terms into a business initiative and publish them
in bulk. In this lesson, you will publish a single business term.
Objectives
Propose a business term for review.
Publish the business term after a review by the stakeholder. Approving the business term by logging in as
the stakeholder is an optional task.
Prerequisites
The assets that you need to publish are in draft state.
The data steward has the permission to view and edit the Section 10Q glossary.
Task 1: Proposing a Business Term

Log in as the data steward to propose the Balance Sheet category for review by the stakeholder.
44
1.
2.
3.
Click Balance Sheet.

The Analyst tool displays the business term in the Glossary workspace.
4.
In the Actions menu click Propose for Review .

The phase of the term changes to In Review. The stakeholder receives a notification after logging in to
the Analyst tool. Optionally, you can log in to the Analyst tool as the stakeholder to view the notification
and approve the business term.
Task 2: Publishing a Business Term

Log in as the data steward after the stakeholder reviews the business term to publish the business term.
Glossary consumers can view published business terms.
The business term must be in the In Review phase before you can publish it.
1.
2.
3.
Click the Balance Sheet business term.

4.
To publish the asset, from the Actions menu, select Publish. The phase changes to published.
Task 2: Publishing a Business Term
45
CHAPTER 10

Publishing a Business Initiative
Creating and Publishing a Business Initiative Overview, 46
Task 1: Creating a Business Initiative, 47
Task 2: Proposing a Business Initiative, 47
Task 3: Publishing a Business Initiative, 47
Creating and Publishing a Business Initiative

Overview
A business initiative is a type of asset to which you can add other Glossary assets. You can use business
initiatives to track changes that you need to make to multiple Glossary assets. Create a business initiative
when a business decision or business change has an impact on multiple Glossary assets. You can make
changes to the affected assets and publish them in bulk by publishing the business initiative.
Story
The organization needs to publish all the Glossary assets that they have created when developing the
Section 10Q glossary. They create a business initiative to publish all the assets which are in the draft phase
at one. The business initiative description captures the reason for publishing the assets in bulk.
Objectives
Create a business initiative and add assets that need to be published in bulk.
Propose the business initiative for review and publish the initiative.
Prerequisites
46
The data steward has the permissions to view and modify the Section 10Q glossary.
The assets that you need to publish are in draft state.
Task 1: Creating a Business Initiative

Log in as the data steward to create a business initiative to publish the business terms which are in the draft
phase in bulk.
1.
From the New menu, select Business Initiative.

A business initiative opens in the Glossary workspace in edit mode.
2.
In the Name property, specify the name of the business initiative as Section 10Q Bulk Publish.
3.
In the Assets Collection section, from the Actions menu, click Add.
4.
In the Assets dialog box, select the draft business terms from the Section 10Q glossary.
5.
To complete the task, choose Save and Finish. The Analyst tool creates a draft business initiative and
displays the initiative in the read-only mode.
Task 2: Proposing a Business Initiative

Log in as the data steward to propose the business initiative for review.
The Glossary assets in the business initiative must be in the Draft phase before you can propose the asset
for review.
1.
2.
3.
Select the Section 10Q Bulk Publish business initiative.

The Analyst tool displays the business initiative in the Glossary workspace.
4.
From the Actions menu, select Propose for review.

The phase changes to In Review. The stakeholder receives a notification indicating that the business
initiative is ready for review. Optionally, you can log in to the Analyst tool as the stakeholder to view the
notification and approve the business initiative.
Task 3: Publishing a Business Initiative

Log in as the data steward to publish the business initiative. After you publish the business initiative, the
phase of the assets which are part of the business initiative also changes to published.
1.
2.
3.
Click the Section 10Q Bulk Publish business initiative.

The Analyst tool displays the business initiative in the Glossary workspace.
4.
From the Actions menu, select Publish. The phase of the business initiative and the assets contained in
the initiative changes to published.
Task 1: Creating a Business Initiative
47
Part III: Viewing Assets

48
Lesson 1: Viewing Assets in Informatica Analyst, 49
Lesson 2: Viewing Assets in Business Glossary Desktop, 52
CHAPTER 11
Lesson 1: Viewing Assets in

Informatica Analyst
Viewing Assets in Informatica Analyst Overview, 49
Task 1: Viewing Asset Properties, 50
Task 2: Adding a Comment, 50
Task 3: Following a Term, 50
Task 4: Searching for Assets, 51
Viewing Assets in Informatica Analyst Overview

You can browse Business Glossary from the Library workspace to look for business initiatives, business
terms, categories, glossaries, and policies. You can find assets based on the asset type, glossary, or systemdefined tags associated with the assets. You can search for assets or apply filters to the assets in the asset
list. You can also sort or group the assets to refine the asset list. You can open an asset from the Library
workspace and view the asset details and relationships in the Glossary workspace. You can track changes
to an asset through notifications and by viewing the history of changes.
Story
The organization has a few employees who need to view extended business term properties. These
employees use the Analyst tool to view Glossary assets.
Objectives
Open the Library workspace to look up assets.
Use the search option to look up assets.
View the asset relationship diagram.
Add a comment to a term.
Follow and unfollow a business term.
Prerequisites
You have the credentials to log in as the Glossary consumer.
49
The business terms in the Section 10Q glossary are published.
Task 1: Viewing Asset Properties

Log in to the Analyst tool as the Glossary consumer to view assets and their properties.
1.
2.
3.
Under Business Terms, click Income Statement.

The Analyst tool displays the business term properties in the Glossary workspace.
4.
Click View History.

The Analyst tool displays the history of tasks performed on the business term.
5.
Click the Relationships View tab.

You can see a visual representation of all the assets that are related to the asset that you opened.
Task 2: Adding a Comment

You can add, view, and search comments associated with a Glossary asset. For this task, we will log in as
the Glossary consumer to add comments to a business term.
1.
2.
3.
Click Income Statement.

4.
Click the Add Comment icon near the Actions menu.
5.
Enter Income statement definition needs an example. as a comment, and click Save.
6.
To view the comment you added, click the Comments link in the bottom of the business term page.
The data steward receives a notification when you add a comment.
Task 3: Following a Term

You can follow business terms, business initiatives, categories, and policies that are of interest to you to track
any change to these assets. Assets that you follow are tagged and you can view them in the Tags panel. In
addition, the Analyst tool sends you notification alerts when other users modify the assets that you follow.
1.
2.
3.
Click Income Statement.

50
Chapter 11: Lesson 1: Viewing Assets in Informatica Analyst
4.
From the Actions menu in the business term panel, select Follow.
You are now following the term. Repeat the tasks 1 through 4 to unfollow the term. When the data
steward updates the term properties, you will receive a notification.
Task 4: Searching for Assets

You can search for assets in the Analyst tool. The Analyst tool retrieves the search results from the assets in
the glossaries.
1.
in the Analyst tool header, enter Income Statement in the search box, and press enter.
The search panel appears at the bottom. The business term you have looked up, and related assets are
displayed in the search results.
2.
From the search results displayed, click Income Statement.

The business term page appears in the Glossary workspace.
Task 4: Searching for Assets
51
CHAPTER 12
Lesson 2: Viewing Assets in

Business Glossary Desktop
This chapter includes the following topic:
Viewing Assets in Business Glossary Desktop, 52
Viewing Assets in Business Glossary Desktop

As a glossary consumer, look up a business term in the Business Glossary Desktop application to get context
and meaning for the business term. Open the term in the Analyst tool to view additional details. Before you
perform this task, ensure that you have the Business Glossary Desktop application running.
1.
Open Business Glossary Desktop, and enter Income Statement in the search box.
The Business Glossary Desktop Client returns a list of business terms with names or descriptions that
matches the search text.
2.
Optionally, highlight the term in a document which contains the word Income Statement. Use Ctrl+Shift
+Q to launch the Business Glossary Desktop client directly the external application.
The Business Glossary Desktop displays a list of business terms that match the term.
3.
Select Income Statement from the results to view the term details.
You can view the business term definition.
4.
Click the View in Analyst icon to open the business term in the Analyst tool.
The Analyst tool web URL opens in your default browser.
5.
52
Log in the Analyst tool to view additional details about the business term.
APPENDIX A
Asset Linking
This appendix includes the following topics:
Creating Asset Links Overview, 53
Task 1: Creating a Business Glossary Resource, 53
Task 2: Creating Relationships to Metadata Objects, 55
Creating Asset Links Overview

To view the metadata that a category or business term represents, relate the category or business term to
another catalog object. This is an optional lesson with generic steps. You log in to Metadata Manager to
perform the tasks.
Metadata Manager extracts published business terms and categories from an Analyst tool business glossary.
After you create a relationship between a business term or category and a metadata object, Metadata
Manager updates the relationship information in the Analyst tool business glossary.
Task 1: Creating a Business Glossary Resource

Create a Business Glossary resource to extract metadata from an Analyst tool business glossary.
1.
On the Load tab, click Actions > New Resource.

The Resource Selection window appears.
2.
Click Business Glossary > Business Glossary.
3.
Click Next.
The Properties page appears.
53
4.
Enter the following information:

Property
Description
Name
Name for the resource. The resource appears in the Resources panel with this name. The
name must be unique and have from one through 256 characters. It cannot include the
following characters:
/ \ : * ' ? " < > | [ ]
Description
Description for the resource. Description cannot exceed 4000 characters.
Note: The business glossary resource name should match the Analyst tool glossary name. If the names
do not match, the related terms for a business term do not appear in the Metadata Manager business
glossary.
5.
Click Next.
The Configuration page appears.
6.
Enter the connection properties.
7.
Click Test Connection to test the connection to the source system.

If Metadata Manager cannot connect to the source system, an error message appears. Correct any error
and test the connection again.
8.
Click Next.
The Enumerated Links window appears.
9.
Optionally, add or upload the files that contain enumerated links information:
Add enumerated links files when you store the files in a directory that the Metadata Manager web
application can access and the files change.
Upload enumerated links files when the files do not change. Metadata Manager uploads the files into
the Metadata Manager repository.
10.
Update the file properties for each enumerated links file, if required.
11.
Click Next.
The Schedules window appears.
12.
To add a schedule, select Attach a Schedule and select a schedule in the Schedule list.
If you have not created a schedule, you can assign a schedule to a resource after you create the
resource.
13.
Click Finish.
The resource appears in the Resources panel on the Load tab.
54
Appendix A: Asset Linking
Business Glossary Connection Properties

Update the connection properties when you create or edit a Business Glossary resource.
The following table describes the connection properties:
Property
Description
User name
Name of the user account used to connect to the Analyst tool.
Password
Password for the user account used to connect to the Analyst tool.
Security domain
Name of the security domain to which the Analyst tool user belongs.
If the domain uses LDAP authentication or Kerberos authentication, enter the security
domain name. Otherwise, enter Native.
Host
Fully qualified host name of the machine where the Analyst tool runs.
Port
Analyst tool port number.
Business
glossary
Name of the Analyst tool business glossary from which you want to extract metadata. Each
resource can extract metadata from one business glossary.
Task 2: Creating Relationships to Metadata Objects

Create relationships from business terms to metadata objects in the Details panel of the Glossary view.
1.
From the Show list in the Glossary view, select a business glossary.
2.
Select the business term.
3.
In the Details section, click Edit under Related Catalog Objects.

The Edit Related Catalog Objects window appears.
4.
In the Catalog view, select a metadata object.
5.
Drag the business term into the Edit Related Catalog Objects window.
6.
To remove a relationship, select the metadata object in the Edit Related Catalog Objects window and
click Remove.
If a business term is related to a reusable PowerCenter object, you can delete the relationship to the
reusable object. Metadata Manager removes the associations to all instances of the object. However,
you cannot delete the relationship for a single instance of the object.
7.
Click OK.
Task 2: Creating Relationships to Metadata Objects
55
Index
B
Business Glossary resources
connection properties 55
56

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Business Glossary Getting

Informatica Business Glossary Getting Started Guide

Chapter 1: Getting Started Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Part I: Setting Up Business Glossary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Chapter 3: Lesson 2. Creating and Setting up a 10Q Glossary. . . . . . . . . . . . . . . 21

Assigning the Stakeholder Role. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Chapter 4: Lesson 3. Customizing the 10Q Glossary. . . . . . . . . . . . . . . . . . . . . . 27

Part II: Publishing Business Glossary Content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Chapter 6: Lesson 2: Creating and Publishing a Policy. . . . . . . . . . . . . . . . . . . . 34

Chapter 7: Lesson 3: Creating Business Terms. . . . . . . . . . . . . . . . . . . . . . . . . . 37

Chapter 8: Lesson 4: Extending the Business Term. . . . . . . . . . . . . . . . . . . . . . . 40

Chapter 9: Lesson 5: Publishing a Business Term. . . . . . . . . . . . . . . . . . . . . . . . 44

Chapter 10: Lesson 6: Creating and Publishing a Business Initiative. . . . . . . . . 46

Part III: Viewing Assets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Chapter 12: Lesson 2: Viewing Assets in Business Glossary Desktop. . . . . . . . 52

Appendix A: Asset Linking. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

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Getting Started Overview

Business Glossary Overview, 9

Business Glossary Users, 10

The Tutorial Story, 10

The Tutorial Structure, 11

Informatica Business Glossary Tutorial, 12

Business Glossary Overview

Business Glossary Users

Glossary Content Managers

The Tutorial Story

Chapter 1: Getting Started Overview

The Tutorial Structure

The Tutorial Structure

Informatica Business Glossary Tutorial

Chapter 1: Getting Started Overview

Lesson 3: Customizing the 10Q Glossary

Informatica Business Glossary Tutorial

Part I: Setting Up Business

Lesson 1. Creating Users in Informatica Administrator, 15

Lesson 2. Creating and Setting up a 10Q Glossary, 21

Lesson 3. Customizing the 10Q Glossary, 27

Lesson 1. Creating Users in

Creating Users in Informatica Administrator Overview, 15

Task 1: Creating a Service Administrator, 16

Task 2: Creating a Glossary Administrator, 17

Task 3: Creating Content Managers, 18

Task 4: Creating a Glossary Consumer, 19

Creating Users in Informatica Administrator Overview

in Informatica Administrator, create users who access Business Glossary.

Assign privileges and permissions to the users.

Verify that the Analyst tool service is running.

Task 1: Creating a Service Administrator

In the Administrator tool, click the Security tab.

On the Security Actions menu, click Create User.

Enter the following details for the user:

Business Glossary Service Administrator

Business Glossary Service Administrator for the Getting Started Tutorial.

Click OK to save the user account.